①IH、IF期指主力合约空头加仓超9000手,加仓数量明显大于多头,此外IC、IM合约多头均大幅减仓。②同花顺遭两家机构合计卖出6.4亿,该股同时遭一线游资激烈博弈。
沪深股通今日合计成交2834.96亿,其中贵州茅台和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,非银金融板块主力资金净流入居首。ETF成交方面,中证1000ETF指数(560010)成交额环比增长183%。期指持仓方面,IC、IM期指主力合约多头减仓数量大于空头。龙虎榜方面,厦钨新能获机构买入3.5亿,同时遭机构卖出1.69亿;泸州老窖遭机构卖出2.05亿;中国长城遭机构卖出1.46亿;第一创业遭两家一线游资席位卖出,合计卖出金额超4亿;赢时胜遭招商证券福州六一中路营业部卖出2.11亿;联创光电获两家量化席位买入,其中国泰君安公司总部营业部买入1.51亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1398.14亿,深股通总成交金额为1436.82亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;中信证券和中国平安分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和五粮液分居二、三位。
二、板块个股主力大单资金
从板块表现来看,白酒、保险、食品、证券等板块涨幅居前,贵金属、军工、人形机器人、飞行汽车等板块跌幅居前。
从主力板块资金监控数据来看,非银金融板块主力资金净流入居首,净流入超百亿。
板块资金流出方面,机械设备板块主力资金净流出居首,净流出超百亿。
从个股主力资金监控数据来看,主力资金净流入前十的个股中金融股较多,东方财富净流入居首。
主力资金流出前十的个股所属板块较为杂乱,上海电气净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位;沪深300ETF510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,中证1000ETF指数(560010)成交额环比增长183%位居首位;多个消费细分行业ETF位居前十行列,其中家电ETF(159996)成交额环比增长141%位居第三位。
四、期指持仓
四大期指主力合约中,IH、IF合约多空双方均大幅加仓,且空头加仓数量均明显大于多头;IC、IM合约多空双方均减仓,多头减仓数量均明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所提升,买入方面,多只固态电池概念股获机构买入,其中厦钨新能获机构买入3.5亿,同时遭机构卖出1.69亿,嘉元科技获机构买入超6000万;机器人概念股科力尔获机构买入超7000万;国海证券获机构买入超4000万。
卖出方面,泸州老窖遭机构卖出2.05亿;同花顺遭机构卖出6.4亿;中国长城遭机构卖出1.46亿。
2、游资
一线游资活跃度有所提升,同花顺获三家一线游资席位买入,其中东方证券上海源深路营业部买入2.67亿,该股同时遭银河证券大连黄河路营业部卖出1.87亿;第一创业遭两家一线游资席位卖出,合计卖出金额超4亿。赢时胜遭招商证券福州六一中路营业部卖出2.11亿。
量化资金活跃度较高,联创光电获两家量化席位买入,其中国泰君安公司总部营业部买入1.51亿。
1. The main short positions of IH and IF futures contracts increased by more than 9000 lots, with a significant increase in quantity compared to long positions, in addition, the long positions of IC and IM contracts were significantly reduced. 2. Hithink Royalflush Information Network was sold a total of 0.64 billion by two institutions, while the stock was fiercely contested by first-tier venture capital.
Today, the total trading volume of the Shanghai-Hong Kong Stock Connect was 283.496 billion, with Kweichow Moutai and Contemporary Amperex Technology ranking first in the trading volumes of Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect respectively. In terms of sector main capital flow, the non-bank financial sector has the highest net inflow of main capital. In terms of ETF trading, the China Southern CSI 1000 ETF Index (560010) saw a 183% MOM growth in trading volume. Regarding futures positions, the main long positions of IC and IM futures contracts reduced more than the short positions. In the Dragon-Tiger List, Xiamen Tungsten Energy received 0.35 billion in institution buying, while also being sold 0.169 billion by institutions; Luzhou Laojiao was sold 0.205 billion by institutions; China Greatwall Technology Group was sold 0.146 billion by institutions; First Capital was sold by two first-tier venture capital seats, with a total sale amount exceeding 0.4 billion; Shenzhen Ysstech Info-tech was sold 0.211 billion by China Merchants Securities Fuzhou Liuyi Zhong Road Office; Jiangxi Lianchuang Opto-electronic Science&Technology was bought by two algo seats, among which Sealand's Head Office Office bought 0.151 billion.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading volume of the Shanghai-Hong Kong Stock Connect was 139.814 billion, and the total trading volume of the Shenzhen-Hong Kong Stock Connect was 143.682 billion.
Looking at the top ten trading stocks in HK->SH Stock Connect, Kweichow Moutai ranked first; Citic Securities and Ping An Insurance ranked second and third respectively.
Looking at the top ten trading stocks in HK->SZ Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and Wuliangye Yibin ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, the sectors with the largest gains include Baijiu (Chinese liquor), Insurance, Food, Securities, while sectors such as Precious Metals, Military Industry, Robot&Automation, Autos had the largest declines.
From the block orders fund monitoring data, the non-banking financial sector is the top recipient of block orders net inflows, with a net inflow exceeding one hundred billion yuan.
In terms of sector fund outflows, the machinery equipment sector has the highest net outflow of block orders funds, exceeding one hundred billion yuan.
From the block orders fund monitoring data of individual stocks, among the top ten stocks with net inflows of block orders, there are many financial stocks, and East Money Information Network takes the top spot in net inflows.
The sectors of the top ten net outflows of block orders are relatively mixed, with shanghai electric group leading in net outflows.
III. ETF trading
Looking at the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) takes the top spot in trading volume; while the 300ETF (510300) takes the second spot in trading volume.
Reviewing the top ten ETFs with the highest MoM growth in trading volume, the China Southern CSI 1000 ETF Index (560010) ranks first with a MoM growth of 183%; several consumer sub-industry ETFs are among the top ten, with the Guotai CSI All Share Household Appliances ETF (159996) ranking third with a MoM growth of 141%.
IV. Futures contract positions
In the four main index futures main contracts, the IH and IF contracts have seen significant increases in both long and short positions, with the amount of short positions significantly higher than long positions; IC and IM contracts have both reduced positions, with the reduction in long positions significantly greater than short positions.
Five, Dragon and Tiger List
1. Institutions
In today's institutional trading activity, in terms of buying, multiple solid state battery concept stocks have been bought by institutions. Xiamen Tungsten Energy received over 0.35 billion in institutional purchases and at the same time faced institutional sales of 0.169 billion. Jiayuan Technology received institutional purchases exceeding 60 million; in the robot concept stocks, Kelier received institutional purchases exceeding 70 million; Sealand received institutional purchases exceeding 40 million.
In terms of selling, Luzhou Laojiao faced institutional sales of 0.205 billion; Hithink Royalflush Information Network faced institutional sales of 0.64 billion; China Greatwall Technology Group faced institutional sales of 0.146 billion.
2. Retail Investors
There is an increase in activity from first-tier private equity firms, with Hithink Royalflush Information Network being bought by three first-tier private equity firms. Among them, East Money Information Shanghai Yuanshen Road Business Department bought 0.267 billion of the stock, while the stock was sold by Galaxy Securities Dalian Huanghe Road Business Department for 0.187 billion; First Capital was sold by two first-tier private equity firms, with a total sale amount exceeding 0.4 billion. Shenzhen Ysstech Info-Tech was sold by China Merchants Fuzhou Liuyi Middle Road Business Department for 0.211 billion.
Quantitative funds are highly active, with Jiangxi Lianchuang Opto-Electronic Science&Technology being bought by two quantitative seat firms, including the headquarters business department of GTJA buying 0.151 billion.